Detail-oriented and client-focused, Kathleen enjoys getting to know the investment industry clients she works with. She also likes a challenge and is known to seek out and tackle complex tax issues as a way to continue broadening and deepening her knowledge.
Kathleen conducts tax planning and compliance for individuals containing a variety of complex investments.
In addition to spending time with her husband and four children, Kathleen enjoys reading, managing various softball teams, working with the Challengers (softball for special needs individuals) and spending time at the beach. Kathleen and her family live in Towson, Maryland.